BURTON WEALTH MANAGEMENT

Overview

Burton Wealth Management is an independent RIA organized as a limited liability company that manages discretionary portfolios for individual and family clients. The firm emphasizes outsourced and pooled vehicles, with a clear tilt toward public mutual funds as the primary building block of client portfolios. It acts as a capital allocator and uses third‑party managers where appropriate, indicating a mix of in‑house portfolio construction and manager selection services. Advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers, which points to a consultative approach to client needs rather than a single-model investment program. Investment preferences lean toward liquid, publicly traded products—mutual funds and ETFs—while the firm also allocates to alternatives through third‑party hedge fund managers. Burton Wealth Management is not an active ESG investor, and it operates under multiple fee arrangements (percentage of AUM, hourly, and fixed fees), allowing flexibility for different client engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices